Kensington Financial, owned and operated by John Micetich, provides investment advisory services. Kensington Financial focuses on building wealth through objective, fee-only advice, diversified portfolios, and the use of low-cost mutual funds and discount brokers. Kensington Financial tailors advice to each client's specific needs, using stocks, bonds, mutual funds, trust deeds, and bank accounts. Kensington Financial also advises on income taxes, estate planning, college funding, and insurance, referring clients to specialists when needed.
Fee Structure
Kensington Financial charges a fixed fee quarterly, not a percentage of your assets. For clients with assets between $500,000 and $1,500,000, the typical fee is $400 per quarter. For those with $1,500,000 to $2,500,000, it's $450 per quarter. Clients with over $2,500,000 pay over $500 per quarter. The fee is negotiable based on the complexity of your situation. Clients pay fees in advance each quarter, and there's no obligation to renew beyond three months.